Watch as Senior Portfolio Manager, Nigel Bliss, discusses the investment case for international equities, including how Europe’s long-overlooked equity market is staging a quiet comeback—driven by fading headwinds, improved policy signals, and deeply discounted valuations.
The Economics Beneath the AI Boom
AI has already reshaped equity market leadership and returns, but the forces that will drive the next phase of growth are less certain. Over the longer term, fundamentals are likely to reassert themselves.
